Attach signed document and log note to CRM
Attach signed document and log note to CRM
Your signed invoices, proposals, and SOWs arrive unlinked to leads, blocking billing and handoffs. Attach the signed PDF to a shared folder and add a CRM note so reps and billing have context same day.
Overview
Signed agreements that aren't linked to leads make reps and billing chase documents instead of closing deals. This flow ensures every completed invoice, proposal, or SOW is stored in your shared drive and a CRM note is appended to the matching lead, giving reps and billing the signed context they need same day.